|
⚲
|
| Classic Financial & Insurance Services Inc
✚
|
|
|---|---|
| CRD # | 120228 |
| SEC # | 801-135641 |
| CIK # | |
| AUM | $151.6 M (2026-03-10) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 805-230-2430 |
| Address | 2535 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 25.0 |
| (b) Individuals (high net worth individuals) | 43 | 113.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 12.7 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 215 | 151.6 |
| By Discretionary | ||
| Discretionary | 89 | 71.7 |
| Non-Discretionary | 126 | 79.9 |
| Total | 215 | 151.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.6 | |
| Total | 215 | 151.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The RENN Wealth Management Group Inc
✚
|
GA | 0.2 |
|
Apple Tree Asset Management LLC
✚
|
IN | 0.2 |
|
Providence Wealth Management LLC
✚
|
TN | 0.2 |
|
Delta Wealth Advisors LLC
✚
|
0.2 | |
|
Hershey Financial Advisers LLC
✚
|
PA | 0.2 |
|
Financial Planning Fort Collins LLC
✚
|
CO | 0.2 |
|
Integrated Wealth Strategies LLC
✚
|
TX | 0.2 |
|
Bartley Financial Advisors LLC
✚
|
NH | 0.2 |
|
Bright Investments LLC
✚
|
AL | 0.2 |
|
Cramer & Rauchegger Inc
✚
|
FL | 0.2 |